Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,762
-$89,429 QoQ
Shares Held
82,866
+7.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 289 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $3,267,978 across 10 Mortgage Finance names. UWMC ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
165,149 | $2,601,096 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
2,812 | $244,925 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
82,866 | $189,762 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,717 | $93,918 | |
| 5 | LDI |
loanDepot, Inc.
|
51,814 | $64,767 | |
| 6 | ONIT |
Onity Group Inc.
|
880 | $34,980 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
4,995 | $28,971 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
334 | $9,185 |
All Filings in UWMC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,762 | 82,866 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $279,191 | 77,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $188,361 | 43,005 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $268,409 | 44,074 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $181,302 | 43,793 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $192,847 | 35,320 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $216,919 | 36,954 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $250,163 | 29,362 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $207,427 | 29,932 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $224,064 | 30,863 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $155,411 | 21,736 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $73,320 | 15,118 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $82,750 | 14,777 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $76,295 | 15,539 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $41,373 | 12,500 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $53,236 | 18,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,277 | 16,463 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $91,999 | 20,309 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $98,353 | 16,614 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $337,310 | 48,534 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $474,922 | 56,204 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $389,115 | 49,069 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 GHIV | — | 4,567 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||